04
Estate planning and probate
Wills, trusts and powers of attorney, and steady guidance through estate administration.
Overview
A good estate plan is clear to the people who have to follow it. We help you decide who should decide, who should receive what and how to keep things simple, then we are here when the plan has to be carried out.
Typical clients
Individuals, couples and families planning ahead, and executors or trustees administering an estate.
Services
Wills and living trusts
Powers of attorney and health care directives
Trust and estate administration
Probate and estate settlement
Plan reviews after life changes
How it works
A plain-English process.
A conversation about your family, assets and wishes.
A written recommendation and fee estimate.
Drafting, review and signing, with witnesses arranged.
A tidy folder of documents and guidance on where to keep them.
Reviews when life changes, and support for executors when the time comes.
Questions
Answers to what clients ask.
Do I need a trust?
Not always. We explain the options and recommend only what fits your situation.
How often should I review my plan?
After major life events and every few years as a habit.
What does an executor actually do?
They gather assets, pay debts and distribute the estate. We guide executors through each step.
Next step
Talk to the lead attorney about this matter.
Choose who you are to see the lead attorney for this practice area, then send a confidential case review request. Submitting the form does not create an attorney-client relationship.
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Matching practice area
Estate planning and probate
Wills, trusts and powers of attorney, and steady guidance through estate administration.
Lead attorney
Marguerite Osei
Managing partner
Confidential case review
Attorney advertising. Prior results do not guarantee a similar outcome.
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